CAPTRUST Financial Advisors
MEAR icon

CAPTRUST Financial Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MEAR Stock Details MEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54M Sell
1,072,449
-397,710
-27% -$20.1M 0.09% 189
2025
Q4 		$74M Buy
1,470,159
+211,363
+17% +$10.6M 0.14% 132
2025
Q3 		$63.6M Buy
1,258,796
+674,207
+115% +$34M 0.13% 143
2025
Q2 		$29.4M Buy
584,589
+300,537
+106% +$15M 0.07% 239
2025
Q1 		$14.3M Buy
+284,052
New +$14.2M 0.04% 355
2022
Q3 		– Sell
-825
Closed -$41K – 3225
2022
Q2 		$41K Hold
825
– – ﹤0.01% 2911
2022
Q1 		$41K Hold
825
– – ﹤0.01% 2930
2021
Q4 		$41K Sell
825
-5,500
-87% -$276K ﹤0.01% 2812
2021
Q3 		$317K Hold
6,325
– – ﹤0.01% 1263
2021
Q2 		$317K Buy
+6,325
New +$318K ﹤0.01% 1241

Other funds holding MEAR

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
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RCA
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Bank of America
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return